There are two methods for merging duplicate profiles.
The steps followed are almost the same; the only difference is that in the duplicate feature, the two profiles that can be merged are already selected.
While in the individual profile pages, you have to select the profile that you want to merge with.
First Method - Merging using the Duplicates feature on the admin panel:
Step 1: Go to Duplicate through the admin panel.
NOTE: The column of profiles on the left represents the Original, and the one on the right represents the duplicate. To swap these, click on Swap.
NOTE: Here, our algorithm computes a weighted match based on how similar fields, like Name, Class, Major, etc., are on both the profiles and gives a list of pairs of profiles that have match percentages equal to or greater than 80%.
Duplicates feature
Step 2: Click on the ‘Merge’ button. The following screen appears-
Merge profiles – Master record and duplicate record
Step 3: Select the required fields that you want to be in the merged profile.
Step 4: After you have selected the fields to be merged, click on Merge.
All the selected fields will be copied to the ‘Original/Master record,’ and the ‘Duplicate record’ will be archived.
Second Method - Merging from individual profile pages:
Step 1: Go to the unregistered profile that you know is a 'Duplicate' and click on the button Merge Profiles
Profile Page – Merge Profiles
Step 2: Search for the 'Original' profile and select the appropriate one from the drop-down that appears
Profile Page – Select the original profile
Step 3: Click Merge Profile.
The steps followed after this are the same as Steps 3 and 4 in the first method.
While both methods work the same, the process is a lot easier to do from the Duplicate Profiles feature.
Since there are two added benefits-
Using the Swap button, you can select which profile of the two to be the Master Record and the Duplicate record.
The match score calculated by our algorithm makes it easier for you to pick and merge duplicates with minimal hassle!
TIP: Use the "Swap" option only for the profiles under "Other Profiles".
Write to us at help@almabase.com in case of any queries.
Here are some FAQs on Merge Process.